AA

Ancora Advisors Portfolio holdings

AUM $4.8B
1-Year Est. Return 21.61%
This Quarter Est. Return
1 Year Est. Return
+21.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$4.37B
AUM Growth
+$154M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,931
New
Increased
Reduced
Closed

Top Buys

1 +$119M
2 +$27.2M
3 +$17.4M
4
BERY
Berry Global Group, Inc.
BERY
+$16.3M
5
K icon
Kellanova
K
+$6.91M

Top Sells

1 +$161M
2 +$48.4M
3 +$22.3M
4
KSS icon
Kohl's
KSS
+$17.8M
5
HLIT icon
Harmonic Inc
HLIT
+$15.2M

Sector Composition

1 Industrials 18.63%
2 Technology 12.55%
3 Healthcare 11.32%
4 Consumer Discretionary 8.51%
5 Financials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
901
$49.2K ﹤0.01%
425
-100
902
$49.1K ﹤0.01%
1,889
+2
903
$49.1K ﹤0.01%
341
+43
904
$48.5K ﹤0.01%
914
+132
905
$48.2K ﹤0.01%
400
906
$48.2K ﹤0.01%
250
907
$47.4K ﹤0.01%
2,000
908
$47.1K ﹤0.01%
937
909
$47.1K ﹤0.01%
1,100
910
$46.9K ﹤0.01%
254
911
$45.5K ﹤0.01%
1,530
+75
912
$45.5K ﹤0.01%
2,061
+3
913
$45.2K ﹤0.01%
206
914
$45.1K ﹤0.01%
4,000
915
$45K ﹤0.01%
+1,228
916
$44.8K ﹤0.01%
+2,067
917
$44.7K ﹤0.01%
785
+325
918
$44.6K ﹤0.01%
762
-8,648
919
$44.6K ﹤0.01%
510
920
$44.2K ﹤0.01%
1,865
921
$44.1K ﹤0.01%
47
922
$44K ﹤0.01%
600
923
$43.7K ﹤0.01%
881
924
$43.4K ﹤0.01%
1,000
925
$43K ﹤0.01%
806